CWC
Carolinas Wealth Consulting’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,885
| Closed | -$186K | – | 691 |
|
|
2025
Q1 | $186K | Buy |
4,885
+51
| +1% | +$1.94K | 0.04% | 183 |
|
|
2024
Q4 | $176K | Hold |
4,834
| – | – | 0.03% | 193 |
|
|
2024
Q3 | $183K | Buy |
4,834
+261
| +6% | +$9.89K | 0.03% | 190 |
|
|
2024
Q2 | $163K | Buy |
4,573
+367
| +9% | +$13.1K | 0.03% | 196 |
|
|
2024
Q1 | $145K | Buy |
+4,206
| New | +$145K | 0.03% | 215 |
|